The Certificate in Mortgage Advice is relevant for those intending to become mortgage advisers or those working in a support role. It develops an understanding of the sector, the mortgage process and enables advisers to meet individual client needs.

Completion of the Certificate meets the FCA’s appropriate qualification requirements for mortgage advisers.

The Certificate in Mortgage Advice comprises two compulsory units:

  • (R01) Financial services, regulation and ethics; or
  • (CF1) UK financial services, regulation and ethics; and
  • (CF6) Mortgage advice.


Entry requirements


Recommended study time

Units range from between 60 and 70 hours (each depends on experience and ability).

Completion requirements

To complete you need to obtain 35 CII credits by passing compulsory units: R01 or CF1 and CF6.

Learning support

Unit study materials for this qualification typically include:

  • Study text with updates
  • RevisionMate online study support
  • Blended learning programme
  • Key fact booklets
  • Question packs
  • Audio revision
  • Revision courses.


Member designation

Cert CII (MP)



Next step qualification

Certificate in Advanced Mortgage Advice

More details and to enrol online

Visit the CII website

How to get in touch

You can discuss this qualification with our Corporate Customer Service team either by calling 020 8530 0862 or emailing CIIbanking@cii.co.uk. They can also put you in touch with one of our Corporate Development Managers.